Highland Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Highland Financial Advisors, LLC

  • $281 Million
  • Q3 2024

A detailed history of Highland Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 36,723 shares of VYM stock, worth $4.88 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
36,723
Previous 98,630 62.77%
Holding current value
$4.88 Million
Previous $11.7 Million 59.75%
% of portfolio
1.67%
Previous 4.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$117.9 - $128.2 $7.3 Million - $7.94 Million
-61,907 Reduced 62.77%
36,723 $4.71 Million
Q2 2024

Jul 17, 2024
SELL
$114.71 - $121.51 $16.9 Million - $17.9 Million
-147,542 Reduced 59.93%
98,630 $11.7 Million
Q1 2024

May 06, 2024
SELL
$109.98 - $120.99 $663,619 - $730,053
-6,034 Reduced 2.39%
246,172 $29.8 Million
Q4 2023

Jan 18, 2024
BUY
$98.71 - $111.84 $2.38 Million - $2.69 Million
24,094 Added 10.56%
252,206 $28.2 Million
Q3 2023

Oct 25, 2023
SELL
$103.32 - $110.34 $22,523 - $24,054
-218 Reduced 0.1%
228,112 $23.6 Million
Q2 2023

Jul 13, 2023
BUY
$101.36 - $107.68 $100,042 - $106,280
987 Added 0.43%
228,330 $24.2 Million
Q1 2023

Apr 17, 2023
BUY
$100.82 - $111.44 $1.24 Million - $1.37 Million
12,275 Added 5.71%
227,343 $24 Million
Q4 2022

Feb 08, 2023
BUY
$96.14 - $113.15 $5.09 Million - $5.99 Million
52,922 Added 32.64%
215,068 $23.3 Million
Q3 2022

Nov 15, 2022
BUY
$94.88 - $110.28 $322,497 - $374,841
3,399 Added 2.14%
162,146 $15.4 Million
Q2 2022

Aug 04, 2022
BUY
$99.2 - $114.57 $15.7 Million - $18.2 Million
158,747 New
158,747 $16.1 Million

Others Institutions Holding VYM

# of Institutions
1,814
Shares Held
180M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Highland Financial Advisors, LLC Portfolio

Follow Highland Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email